Institutions / Ccm Investment Advisers LLC
Ccm Investment Advisers LLC
CIK 931097 · Institution · as of Dec 31, 2025
Portfolio value
$1.04B
Positions
89
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. Class A | $42.81M | 4.1% |
| NVIDIA Corp. | $39.72M | 3.8% |
| Broadcom Inc. | $34.84M | 3.3% |
| Apple Inc. | $34.23M | 3.3% |
| Amazon.com Inc | $34.02M | 3.3% |
| Microsoft Corp | $30.95M | 3.0% |
| Jabil Inc | $29.98M | 2.9% |
| Caterpillar Inc | $29.43M | 2.8% |
| Seagate Technology Holdings | $28.17M | 2.7% |
| Meta Platforms Inc | $25.74M | 2.5% |
| JPMorgan Chase & Co | $24.47M | 2.3% |
| Applied Materials Inc /De | $23.73M | 2.3% |
| Cisco Systems, Inc. | $22.76M | 2.2% |
| Walmart Inc. | $22.61M | 2.2% |
| Booking Holdings Inc | $21.89M | 2.1% |
| Home Depot, Inc. | $20.45M | 2.0% |
| Netflix Inc | $20.35M | 1.9% |
| Eaton Corp plc | $19.60M | 1.9% |
| Evercore Inc. | $19.01M | 1.8% |
| ELI LILLY & Co | $18.39M | 1.8% |
| Warren E. Buffett | $18.16M | 1.7% |
| Capital One Financial | $18.15M | 1.7% |
| CrowdStrike Holdings, Inc. | $17.64M | 1.7% |
| Delta Air Lines, Inc. | $17.15M | 1.6% |
| Bank of America Corp /De | $16.81M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.